See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,631 | $99,079-42.8% | $77,999-27.4% | $273,961-79.3% |
| Participation rate | 76.9% | 78.6%-1.6pp | 75.5%+1.4pp | 83.0%-6.1pp |
| Annual return | 11.63% | 217.93%-206.3pp | 425.96%-414.3pp | 41.45%-29.8pp |
| Employer contribution / active EE | $1,867 | $3,308-43.6% | $2,470-24.4% | $4,869-61.7% |
| Participant deferral / active EE | $4,311 | $4,306+0.1% | $3,497+23.3% | $5,287-18.5% |
| Admin fee / account holder | $1,218 | $8,954-86.4% | $5,480-77.8% | $10,132-88.0% |